瑞银：全球汽车业销量无法翻倍难再推高行业估值

AAFN2021-04-21

瑞银投资研究全球研究部中国汽车行业分析师巩旻表示，中国汽车行业目前有三大趋势，包括传统车厂电动车大反击、品牌掘起、科技巨头参与。他指，中国市场从产业活跃度、新鲜度、投放度等，均是最动态、活跃，是快速变化市场，相反欧美电动车，Tesla(TSLA.US)市占率约80%，而欧洲则由传统车企，大众、雷诺等主导，好处是可以增加资本投放，加快行业发展，但同时未来的投资回报率边际递减，以及同业竞争亦会加剧。他...

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瑞银：全球汽车业销量无法翻倍 难再推高行业估值

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瑞银：全球汽车业销量无法翻倍难再推高行业估值